Describing Field Configuration and field attributes

Objectives

After completing this lesson, you will be able to:
  • Describe Field Configuration and field attributes
  • Define enumerations and update values

Branding Settings

Branding Settings

Branding Settings is an area that administrators can use to configure different display settings within the site, including:Branding Settings allows you to customize the text in the Browser Title, Supplier Welcome Message, Customer Service Message, and Bidder Agreement.

  • Browser Title: The name that will appear at the top of the browser window and can be customized.
  • Supplier Welcome Message: This is the message suppliers see when they first log in to their dashboard for your customer site. You can provide a message welcoming them to doing business with you, or you can provide them with information, such as the phone number for SAP Ariba Customer Support.
  • Customer Service Message: This is the message that is displayed whenever users select HelpContact Us. There will be default text provided by SAP Ariba on how to contact SAP Ariba Customer Support, but it will also display any custom text you add.
  • Bidder Agreement: A default bidder agreement is provided by SAP Ariba with translations in all supported languages.

If you are configuring your branding settings for the first time, you’ll see that the boxes are empty. Any default text that has not been modified will be represented by a blank text box. If this text is customized, the custom text will display in the box.

If you would like to provide translations of your custom branding settings text, you may contact Support for assistance.

Summary

  • SAP Ariba allows you to provide custom branding messages to your buyers and suppliers.
  • In Ariba Administrator, access Customization ManagerBranding Settings to:
    • Modify the browser title.
    • Update the customer service message displayed to users when they choose HelpContact Us.
    • Change the supplier welcome message that supplier users see on their supplier home page.
    • Update the bidder agreement that suppliers must accept before they participate in a sourcing event.

Field Configuration and Custom Field Attributes

Field Configuration​

Field Configuration is an area of the site that only SAP Ariba will have access to, but as the administrator, you will need to know information about the types of custom fields that can be created and the options available to you. ​

Custom header fields can be included with your deployment contract. The team responsible for your deployment will collect the requirements for these header fields and create them while you’re in deployment so they can be tested before go-live. ​

You may decide to add additional header fields after deployment. The need for additional header fields may be identified once you have gone live with your process, in which case a Designated Support Contact should contact Support.​

Field Configuration

Fields can be configured with the following types that determine their behavior:

Custom Field TypeDefinition
BooleanAny field that is represented by a yes/no response (radio button).
DateAny field that is represented by a date or calendar date.
Date (calendar)A calendar date field stores a date and time with no time zone information. The date and time will be displayed the same for all users, regardless of time zone.
Decimal NumberAny field that is a number with a decimal/fraction.
IntegerAny number field that is strictly a whole number. Note: can be used with conditions (i.e. if X > Y = Z).
MoneyAny field that should be identified as money or currency. Note: Currency Conversions can be used through this custom field.
PercentageAny number that is expressed as a percentage.
Open TextAny field that can be typed or that is considered to be free text.
Text Single ChoiceThis is a field with a drop-down list of choices where only 1 value can be selected.
Text Multiple SelectAlso known as a "vector" field. It is a picklist in which multiple options can be selected. Note: Only three multi-select (vector) fields are available per solution and are not hierarchical.
Multiline TextThis is the same as a "text" field, but with unlimited character limitations.
UserThis is the same as a "text" field, but with unlimited character limitations.
Flex Master DataAn FMD field can be single or multiple select and can also act like a mini database. The selected value becomes a hyperlink that can open a window displaying additional data fields.​
URL LinkStores a user defined URL address and displays a text hyperlink. The link text is the URL.​

Custom Field Logic

Fields can do more than capture data. You can add logic to fields to drive desired behavior.​

  1. Visibility Conditions
    • Under which conditions should users see this field?
    • Example : If the Contract Type field is set to Employment Agreement, the HR Manager field becomes visible.​
  2. Editability Conditions​
    • Under which circumstances can users edit this field?​
    • Example : only users with the Contract Manager group can edit the Contract Type field.
  3. Validity Conditions
    • Validate the contents of this field against a rule. Users cannot submit a document with invalid data.
    • Example : the Legal Entity field must contain 8 characters.​
  4. Relational Entries​
    • A picklist for a field has conditional values based on the entry of another field.​

      This functionality only works with single-select Flex Master Data Field types.

    • Example : the Legal Entity picklist contains values based on the selection of a Business Unit.​

Summary

  • Header fields can be used to search and report on project information​
  • SAP Ariba provides standard fields, but custom fields can be added​
  • Custom fields are created and maintained by SAP Ariba​, and can be created during deployment and after deployment​
  • Depending on the solutions your company has purchased, there are limits to the number and types of custom fields that can be configured​
  • There are no custom fields available for Knowledge Projects or Supplier Management
  • They can have various types to accommodate open text, numbers, drop-downs, and more.
  • Custom fields can have optional conditions that make them visible, editable, and generate error messages.

Updating Enumerations

Enumerations

Please watch the video on Updating enumerations in SAP Ariba Strategic Sourcing.

Summary

  • Enumerations are located within Customization Manager in the Administration page.
  • It is recommended to first export the full list as a backup.
  • They can be edited one enumeration at a time, or all at once.